tiprankstipranks

New Portfolio - New Portfolio

Lisa Cassidy

New Portfolio
Individual Investor
Ranked #439,074 out of 776,512 TipRanks' Investors
Success Rate
40%
441 out of 1115
profitable transactions
Average Return
4.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.69%
6-Month Return▲ 80.09%
12-Month Return▲ 80.56%
YTD Return▲ 87.88%
Total Return▼ 11.91%

Best Trade

Opened at
Closed at-
Gain▲ 948.09%

Bio

I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 10.56%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.72%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 18.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 5.26%
▼ 0.89%
▲ 9.44%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 24.95%
Nov 2024
▲ 5.26%
▲ 0.13%
▲ 11.30%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 10.56%
▼ 2.25%▲ 3.53%▼ 6.72%
▲ 25.71%▲ 1.21%▲ 18.89%
▼ 4.22%▲ 2.34%▼ 2.25%
▲ 7.82%▲ 2.10%▲ 2.04%
▲ 5.26%▼ 0.89%▲ 9.44%
▲ 43.22%▲ 5.96%▲ 24.95%
▲ 5.26%▲ 0.13%▲ 11.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
0%
▼ 42.61%
15
Sell
Dec 23, 2024
Symbotic
0.47%
▲ 11.37%
18
Buy
Dec 23, 2024
EQT
0%
▲ 2.28%
7
Open
Dec 23, 2024
BigBearai Holdings
0.09%
▼ 10.20%
14
Open
Dec 23, 2024
Permian Resources
0.35%
▲ 4.18%
13
Sell
Dec 23, 2024
Vigil Neuroscience Inc
0%
▼ 26.21%
5
Open
Dec 23, 2024
Draganfly
0.13%
▼ 19.72%
6
Open
Dec 23, 2024
ARM Holdings PLC ADR
0%
▲ 2.88%
5
Sell
Dec 23, 2024
Arista Networks
1.34%
▲ 1.38%
1
Open
Dec 23, 2024
Quantum Computing
0.28%
▼ 28.11%
10
Buy
Dec 20, 2024
Uranium Energy
0%
▲ 70.81%
3
Sell
Dec 20, 2024
Rumble
0%
▲ 5.78%
9
Sell
Dec 20, 2024
Intel
0.59%
▼ 3.82%
12
Buy
Dec 20, 2024
Vertiv Holdings
1.86%
▲ 12.28%
3
Buy
Dec 20, 2024
Optex Systems Holdings
0%
▼ 8.83%
3
Sell
Dec 20, 2024
Vicarious Surgical
0%
▼ 20.37%
3
Sell
Dec 20, 2024
Rigetti Computing
0.47%
▲ 13.65%
3
Buy
Dec 20, 2024
Serve Robotics Inc
0.47%
▲ 1.31%
2
Buy
Dec 20, 2024
Westgold Resources
0.07%
▼ 2.81%
1
Open
Dec 20, 2024
ReposiTrak
▲ 333.55%
5
Close
Dec 18, 2024